+84.5%
AAPL vs USO
+100.7%
-16.1%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | USO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | +5.6% | -2.0% | +3.6% |
| 7D | -0.5% | +11.5% | -12.0% | -0.4% |
| 30D | +7.1% | +24.1% | -17.0% | +7.3% |
| 3M | +12.1% | +17.9% | -5.8% | +12.6% |
| 6M | +25.4% | +49.6% | -24.2% | +23.7% |
| YTD | +20.5% | +129.0% | -108.6% | +13.4% |
| 1Y | +44.5% | +112.0% | -67.5% | +37.3% |
| All | +84.5% | +100.7% | -16.1% | +70.9% |
Cumulative growth
Daily Returns
Daily percentage return beside USO.
Daily Out/Under-Performance
Portfolio return minus USO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × USO return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 3y: compounded portfolio wealth divided by compounded USO wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
3y analysis · Full analysis span regression · 6 months rolling